Developing a niche clientele will broaden, not narrow, your client base and can make your practice more profitable and pleasurable

Fidelity study shows 70% of recent widows fire their advisors, Commonwealth and embattled PIEtech strike a deal and Modera Wealth brings aboard a senior planning specialist

We're still nursing a long-term hangover from 2008 but there are some stealthy signs of recovery

Advisors must become better marketers before they can optimize social media, experts say

In which your correspondent sees the day-to-day operations of RIABiz, not to mention a coyote

An up-trend in the markets has fueled giving to the charitable vehicles -- and RIAs are reaping some of the benefits

How much of the $1.5 billion in assets Jonathan Stanley oversaw will follow him to Glenmede is up in the air due to U.S. Trust's 60-day policy and other factors

We're wrapping up our reviews of 2011, drinking egg nog and occupying an RIA

Five are joining RJ from a Buffalo, NY B-D that is closing its doors after 80 years

A financial advisor may need neuroeconomics, clinical psychology, and behavioral finance to counter credit-care vacations and speculation

Initially skeptical, on closer inspection and after talking to Schwab's first franchisee, our correspondent sees a real value proposition in the offing

The Chicago-based firm adds Gold, Silver, Bronze, Neutral and Negative ratings to its rear-view-facing constellation of stars

Private Advisor Group brought 22 compliance-minded advisors onboard this month alone to its RIA -- all with the blessing and help of its big IBD partner

Forget tail statistics -- the point is to focus on manager preparedness for surprises early on in the process of investor due diligence

Signs are very good though at a cost because of the sales structure